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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,626 | $201,264+57.8% | $184,185+72.4% | $145,978+117.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.78% | 29.00%-15.2pp | 28.81%-15.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $22,976 | $7,021+227.3% | $6,426+257.6% | $4,662+392.9% |
| Participant deferral / active EE | $20,680 | $9,806+110.9% | $9,132+126.5% | $6,690+209.1% |
| Admin fee / account holder | $82 | $16,376-99.5% | $13,909-99.4% | $13,400-99.4% |